The Dynamic Search in Momentum AMS is the fastest way to locate records such as prospects, insureds, policies, carriers, MGAs, and addresses.
You don’t need full names or exact spelling — a few letters are often enough.
The Dynamic Search is at the top of the left navigation menu
How It Works
Locate the Search Bar – Found at the top of every Momentum AMS screen.
Type at least 3 letters of the name, policy number, or address.
As you type, matching results appear instantly in a drop-down list.
Click the desired record directly from the list — there’s no need to press Enter.
Tips for Best Results
Less is more – Start with just 3–4 letters; typing more narrows the results.
Works for:
Prospect names
Insured names
Policy numbers
Carrier names
MGA names
Addresses
Click to open – Once the record appears in the list, click it to go straight to the details page.
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